AI Skills

AI Skills are reusable workflows that give Copilot specialized knowledge and capabilities. Create custom skills for your team or install skills from the community marketplace.

What Are Skills?

Skills extend what Copilot can do by providing:

Accessing Skills

Navigate to AI Skills in the main sidebar to:

• View and manage your workspace's skills
• Create new custom skills
• Browse and install community skills
• Track skill usage and performance

Creating a Skill

To create a new skill:

1. Go to AI Skills and click Create Skill
2. Provide a name and optional description
3. Choose a category (Sales, Support, Marketing, etc.)
4. Write the system prompt that defines the skill's behavior
5. Optionally add:
   • Trigger keywords - Phrases that auto-activate the skill
   • Reference files - Documents for additional context
   • Example prompts - Suggestions shown to users
   • Allowed tools - Limit which Copilot actions the skill can use

System Prompt Best Practices

The system prompt is the most important part of a skill. It defines:

• Role: What persona or expertise the AI should assume
• Context: Background information and constraints
• Instructions: Specific steps or processes to follow
• Format: How outputs should be structured

Example system prompt for a sales qualification skill:

You are an expert sales qualification assistant. When reviewing a lead or opportunity:

1. Analyze the prospect's fit against our Ideal Customer Profile (ICP)
2. Score the opportunity using BANT criteria
3. Identify any red flags or concerns
4. Suggest next best actions

Always be concise and data-driven in your assessments.

Skill Visibility

Control who can see and use your skills:

Community Skills

The community marketplace lets you discover and install skills created by other users:

1. Go to AI Skills and click Community
2. Browse featured skills or search by category
3. Preview the skill's description and prompts
4. Click Install to add it to your workspace

Publishing Skills

Share your skills with the community:

1. Open the skill you want to publish
2. Click Publish to Community
3. Provide your author name for attribution
4. Submit for review

Published skills are available to all Coherence users.

Using Skills in Copilot

Once you have skills configured, Copilot can activate them in several ways:

• Automatically when you use a trigger keyword
• Manually by typing /use [skill-name] in chat
• Suggested when Copilot detects a relevant context

When a skill is active, Copilot follows its system prompt and has access to its reference materials.

Plan Limits

What's Next?